Business with Beers Financial Planning for a Secure Future With Barry Rutten, CFP® | Ep 86
This week we’ve got Barry Rutten, the Co-Founder of WealthDefense Financial Advisors who focus on business owners, high-income professionals & real estate investors
Barry and I talk about financial planning for the future, how sound financial planning could be a way to achieve early retirement and how a life insurance’s cash value can be used as a “bond proxy” to minimize the volatility of interest rates.
Links:
Book Links:
Profit First by Mike Michalowicz
The Intelligent Investor By Benjamin Graham
Psychology of Money by Morgan Housel
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